See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,921 | $80,717-80.3% | $154,803-89.7% | $84,808-81.2% |
| Participation rate | 88.9% | 66.8%+22.1pp | 78.1%+10.8pp | 68.3%+20.6pp |
| Annual return | 9.93% | 37.96%-28.0pp | 58.88%-48.9pp | 40.90%-31.0pp |
| Employer contribution / active EE | $2,616 | $2,761-5.3% | $4,305-39.2% | $2,631-0.6% |
| Participant deferral / active EE | $746 | $3,303-77.4% | $5,540-86.5% | $4,212-82.3% |
| Admin fee / account holder | $1,050 | $6,746-84.4% | $14,329-92.7% | $7,344-85.7% |